Who Owns ISHARES TR (DVY)? -- Institutional Holders (2026-06-30)
1,480 institutions reported holding $10.87B of ISHARES TR (DVY) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.10B), MORGAN STANLEY ($1.03B), WELLS FARGO & COMPANY/MN ($604.2M), PNC Financial Services Group, Inc. ($541.2M), NORTHERN TRUST CORP ($481.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.10B | 7.0M | Trimmed |
| 2 | MORGAN STANLEY | $1.03B | 6.6M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $604.2M | 3.9M | Added |
| 4 | PNC Financial Services Group, Inc. | $541.2M | 3.5M | Trimmed |
| 5 | NORTHERN TRUST CORP | $481.4M | 3.1M | Trimmed |
| 6 | Royal Bank of Canada | $421.7M | 2.7M | Trimmed |
| 7 | LPL Financial LLC | $291.0M | 1.9M | Added |
| 8 | JPMORGAN CHASE & CO | $253.9M | 1.6M | Added |
| 9 | Bank of New York Mellon Corp | $248.4M | 1.6M | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $246.3M | 1.6M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $192.1M | 1.2M | Added |
| 12 | UBS Group AG | $173.0M | 1.1M | Trimmed |
| 13 | US BANCORP \DE\ | $169.8M | 1.1M | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $169.7M | 1.1M | Trimmed |
| 15 | Howard Capital Management Inc. | $158.1M | 1.0M | Hold |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $141.5M | 905,400 | Added |
| 17 | BANK OF MONTREAL /CAN/ | $124.6M | 797,353 | Added |
| 18 | FIFTH THIRD BANCORP | $103.0M | 658,941 | Added |
| 19 | Northside Capital Management, LLC | $101.8M | 651,372 | Trimmed |
| 20 | GOLDMAN SACHS GROUP INC | $92.6M | 592,143 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $89.6M | 573,403 | Trimmed |
| 22 | Cetera Investment Advisers | $89.4M | 572,204 | Added |
| 23 | Rockefeller Capital Management L.P. | $87.9M | 562,230 | Added |
| 24 | OSAIC HOLDINGS, INC. | $77.8M | 497,660 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $77.2M | 492,688 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30